Purchases and Sales Made in Q3 2023 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q3 2023. The information is specifically focused on institutions that hold shares of Essential Utilities, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
184+ 2.54% |
$6.26K - $7.93K
|
7.43K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
182+ 9.51% |
$6.2K - $7.84K
|
2.1K
$70.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
177+ 2.15% |
$6.03K - $7.63K
|
8.41K
$283K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
166New |
$5.65K - $7.15K
|
166
$5.58K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
164+ 1.84% |
$5.58K - $7.07K
|
9.09K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
161+ 1.62% |
$5.48K - $6.94K
|
10.1K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
157New |
$5.34K - $6.77K
|
157
$5.28K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
126+ 1.21% |
$4.29K - $5.43K
|
10.6K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
126+ 0.45% |
$4.29K - $5.43K
|
28.1K
$944K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
116+ 4.05% |
$3.95K - $5K
|
2.98K
$100K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
111+ 0.87% |
$3.78K - $4.78K
|
12.9K
$432K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
111+ 5.19% |
$3.78K - $4.78K
|
2.25K
$75.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
102+ 4.24% |
$3.47K - $4.4K
|
2.51K
$84.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.24% |
$3.4K - $4.31K
|
41.8K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
90+ 132.35% |
$3.06K - $3.88K
|
158
$5.31K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
85+ 3.96% |
$2.89K - $3.66K
|
2.23K
$74.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70+ 0.96% |
$2.38K - $3.02K
|
7.37K
$248K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
66+ 3.27% |
$2.25K - $2.84K
|
2.09K
$70.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
63+ 60.58% |
$2.14K - $2.72K
|
167
$5.61K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
63+ 3.52% |
$2.14K - $2.72K
|
1.85K
$62.3K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
63+ 3.52% |
$2.14K - $2.72K
|
1.85K
$62.3K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56+ 112.0% |
$1.91K - $2.41K
|
106
$3.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
56+ 350.0% |
$1.91K - $2.41K
|
72
$2.42K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
55+ 0.88% |
$1.87K - $2.37K
|
6.28K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
54+ 0.88% |
$1.84K - $2.33K
|
6.22K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53+ 278.95% |
$1.8K - $2.28K
|
72
$2.42K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
52+ 0.77% |
$1.77K - $2.24K
|
6.77K
$227K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
49+ 125.64% |
$1.67K - $2.11K
|
88
$2.96K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
49+ 0.81% |
$1.67K - $2.11K
|
6.07K
$204K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
48+ 0.12% |
$1.63K - $2.07K
|
40.4K
$1.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
47+ 0.28% |
$1.6K - $2.03K
|
16.8K
$563K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
47+ 0.32% |
$1.6K - $2.03K
|
14.6K
$490K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
43+ 153.57% |
$1.46K - $1.85K
|
71
$2.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
39+ 0.4% |
$1.33K - $1.68K
|
9.91K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
39+ 0.47% |
$1.33K - $1.68K
|
8.36K
$281K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28+ 0.3% |
$953 - $1.21K
|
9.44K
$317K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25+ 0.39% |
$851 - $1.08K
|
6.37K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25+ 10.25% |
$851 - $1.08K
|
269
$9.04K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23+ 2.28% |
$783 - $991
|
1.03K
$34.7K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
21New |
$715 - $905
|
21
$706
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18+ 0.85% |
$613 - $776
|
2.15K
$72.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
18+ 0.9% |
$613 - $776
|
2.02K
$67.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
17+ 0.19% |
$579 - $733
|
9.1K
$306K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
17+ 0.05% |
$579 - $733
|
32.5K
$1.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
15+ 0.08% |
$511 - $647
|
18.2K
$612K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
15+ 0.23% |
$511 - $647
|
6.57K
$221K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
12New |
$408 - $517
|
12
$403
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 0.56% |
$340 - $431
|
1.81K
$60.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 16.67% |
$340 - $431
|
70
$2.35K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
10+ 0.04% |
$340 - $431
|
22.5K
$757K
|